Civic Intelligence

Susan S. So, DMD Inc

Plan context: Susan S. So, DMD Inc Retirement Plan

EIN 26-1616875 • Castro Valley, CA • 21 filings • 2 plans

20406 Redwood Rd., Suite FCastro Valley, CA 94546
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$754,704

2025 Contributions

$85,979

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,999,813$1,499,907$0201520202025YearValue
$754,704Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950201520202025YearValue
9Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202519$754,704$85,979$9,553iApproximate average salary by contribution assumption: employee only about $238,831 at 4% or $159,220 at 6%; with 50% employer match about $159,220 at 4% or $106,147 at 6%; with 100% employer match about $119,415 at 4% or $79,610 at 6%.
Susan S. So, DMD Inc Retirement Plan-9$754,704$85,979$9,553iApproximate average salary by contribution assumption: employee only about $238,831 at 4% or $159,220 at 6%; with 50% employer match about $159,220 at 4% or $106,147 at 6%; with 100% employer match about $119,415 at 4% or $79,610 at 6%.
202429$2,999,813$83,812$9,312iApproximate average salary by contribution assumption: employee only about $232,811 at 4% or $155,207 at 6%; with 50% employer match about $155,207 at 4% or $103,472 at 6%; with 100% employer match about $116,406 at 4% or $77,604 at 6%.
Susan S. So DMD Inc Pension-3$2,420,531$0-
Susan S. So, DMD Inc Retirement Plan-9$579,282$83,812$9,312iApproximate average salary by contribution assumption: employee only about $232,811 at 4% or $155,207 at 6%; with 50% employer match about $155,207 at 4% or $103,472 at 6%; with 100% employer match about $116,406 at 4% or $77,604 at 6%.
202328$2,345,301$80,842$10,105iApproximate average salary by contribution assumption: employee only about $252,631 at 4% or $168,421 at 6%; with 50% employer match about $168,421 at 4% or $112,281 at 6%; with 100% employer match about $126,316 at 4% or $84,210 at 6%.
Susan S. So DMD Inc Pension-4$1,942,365$0-
Susan S. So, DMD Inc Retirement Plan-8$402,936$80,842$10,105iApproximate average salary by contribution assumption: employee only about $252,631 at 4% or $168,421 at 6%; with 50% employer match about $168,421 at 4% or $112,281 at 6%; with 100% employer match about $126,316 at 4% or $84,210 at 6%.
202226$1,846,715$29,364$4,894iApproximate average salary by contribution assumption: employee only about $122,350 at 4% or $81,567 at 6%; with 50% employer match about $81,567 at 4% or $54,378 at 6%; with 100% employer match about $61,175 at 4% or $40,783 at 6%.
Susan S. So DMD Inc Pension-4$1,541,331$0-
Susan S. So, DMD Inc Retirement Plan-6$305,384$29,364$4,894iApproximate average salary by contribution assumption: employee only about $122,350 at 4% or $81,567 at 6%; with 50% employer match about $81,567 at 4% or $54,378 at 6%; with 100% employer match about $61,175 at 4% or $40,783 at 6%.
202126$2,225,412$151,339$25,223iApproximate average salary by contribution assumption: employee only about $630,579 at 4% or $420,386 at 6%; with 50% employer match about $420,386 at 4% or $280,257 at 6%; with 100% employer match about $315,290 at 4% or $210,193 at 6%.
Susan S. So DMD Inc Pension-5$1,883,109$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Susan S. So, DMD Inc Retirement Plan-6$342,303$31,339$5,223iApproximate average salary by contribution assumption: employee only about $130,579 at 4% or $87,053 at 6%; with 50% employer match about $87,053 at 4% or $58,035 at 6%; with 100% employer match about $65,290 at 4% or $43,526 at 6%.
202026$1,590,077$211,339$35,223iApproximate average salary by contribution assumption: employee only about $880,579 at 4% or $587,053 at 6%; with 50% employer match about $587,053 at 4% or $391,369 at 6%; with 100% employer match about $440,290 at 4% or $293,526 at 6%.
Susan S. So DMD Inc Pension-5$1,347,119$180,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Susan S. So, DMD Inc Retirement Plan-6$242,958$31,339$5,223iApproximate average salary by contribution assumption: employee only about $130,579 at 4% or $87,053 at 6%; with 50% employer match about $87,053 at 4% or $58,035 at 6%; with 100% employer match about $65,290 at 4% or $43,526 at 6%.
201923$1,057,163$206,634$68,878iApproximate average salary by contribution assumption: employee only about $1,721,950 at 4% or $1,147,967 at 6%; with 50% employer match about $1,147,967 at 4% or $765,311 at 6%; with 100% employer match about $860,975 at 4% or $573,983 at 6%.
Susan S. So DMD Inc Pension-3$891,584$180,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Susan S. So, DMD Inc Retirement Plan-3$165,579$26,634$8,878iApproximate average salary by contribution assumption: employee only about $221,950 at 4% or $147,967 at 6%; with 50% employer match about $147,967 at 4% or $98,644 at 6%; with 100% employer match about $110,975 at 4% or $73,983 at 6%.
201826$644,380$208,402$34,734iApproximate average salary by contribution assumption: employee only about $868,342 at 4% or $578,894 at 6%; with 50% employer match about $578,894 at 4% or $385,930 at 6%; with 100% employer match about $434,171 at 4% or $289,447 at 6%.
Susan S. So DMD Inc Pension-3$535,260$180,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Susan S. So, DMD Inc Retirement Plan-6$109,120$28,402$4,734iApproximate average salary by contribution assumption: employee only about $118,342 at 4% or $78,894 at 6%; with 50% employer match about $78,894 at 4% or $52,596 at 6%; with 100% employer match about $59,171 at 4% or $39,447 at 6%.
201726$475,409$127,446$21,241iApproximate average salary by contribution assumption: employee only about $531,025 at 4% or $354,017 at 6%; with 50% employer match about $354,017 at 4% or $236,011 at 6%; with 100% employer match about $265,513 at 4% or $177,008 at 6%.
Susan S. So DMD Inc Pension-4$380,048$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Susan S. So, DMD Inc Retirement Plan-6$95,361$27,446$4,574iApproximate average salary by contribution assumption: employee only about $114,358 at 4% or $76,239 at 6%; with 50% employer match about $76,239 at 4% or $50,826 at 6%; with 100% employer match about $57,179 at 4% or $38,119 at 6%.
201625$288,290$129,377$25,875iApproximate average salary by contribution assumption: employee only about $646,885 at 4% or $431,257 at 6%; with 50% employer match about $431,257 at 4% or $287,504 at 6%; with 100% employer match about $323,443 at 4% or $215,628 at 6%.
Susan S. So DMD Inc Pension-3$231,272$102,681$34,227iApproximate average salary by contribution assumption: employee only about $855,675 at 4% or $570,450 at 6%; with 50% employer match about $570,450 at 4% or $380,300 at 6%; with 100% employer match about $427,838 at 4% or $285,225 at 6%.
Susan S. So, DMD Inc Retirement Plan-5$57,018$26,696$5,339iApproximate average salary by contribution assumption: employee only about $133,480 at 4% or $88,987 at 6%; with 50% employer match about $88,987 at 4% or $59,324 at 6%; with 100% employer match about $66,740 at 4% or $44,493 at 6%.
201524$133,599$133,722$33,431iApproximate average salary by contribution assumption: employee only about $835,763 at 4% or $557,175 at 6%; with 50% employer match about $557,175 at 4% or $371,450 at 6%; with 100% employer match about $417,881 at 4% or $278,588 at 6%.
Susan S. So DMD Inc Pension-4$106,808$106,808$26,702iApproximate average salary by contribution assumption: employee only about $667,550 at 4% or $445,033 at 6%; with 50% employer match about $445,033 at 4% or $296,689 at 6%; with 100% employer match about $333,775 at 4% or $222,517 at 6%.
Susan S. So, DMD Inc Retirement Plan-4$26,791$26,914$6,729iApproximate average salary by contribution assumption: employee only about $168,213 at 4% or $112,142 at 6%; with 50% employer match about $112,142 at 4% or $74,761 at 6%; with 100% employer match about $84,106 at 4% or $56,071 at 6%.